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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Because of my age and possible future need for income, amount and security, I am pondering the addition of the following ETF’s. I am indicating the present and after purchase weighting in my portfolio. ZWU ( 3% - 5%), XHY (1% - 3%), XTR (0% - 5%). My portfolio is reasonably well
diversified with about 95% blue chip (28) common shares. Can you please comment on the appropriateness of my proposed purchases, given your limited knowledge of my portfolio.

The composition of XTR i shares includes other I share ETF’s so if I were to purchase this security I would be effectively duplicating management fees and further increase my exposure to XHY, which is held in XTR.

Thank you for considering this questions

Read Answer Asked by Gail on April 25, 2016
Q: Please give opinion on financial and momentuum strength of West Jet and future outlook, or any intrinsic or extrinsic to Canadian airline stocks

Please compare WestJet to the other airline in Canada as well

I have purchased at the bottom (@ about 15.50) and am concerned profit taking may cause a Drop ... noting last 2 days pullbacks

is there any typical seasonality to Canadian airlines?

Thankyou
Read Answer Asked by lyle on April 25, 2016
Q: What kind of long term dividend growth would you expect from this company? Can they keep up the historic 8% annually for the next ten years or is this asking too much. Their company presentation claims that they have a naturally higher ROE than other insurers. They do not seem to be aggressive investing their float like Fairfax is. Thanks.
Read Answer Asked by Michael on April 25, 2016
Q: Hello Peter,
I have done well on bombardier and was thinking of selling my position and adding to alimentation couche tard to bring to 5% weight given the current debate on the control structure. The stock is down on the news and was wondering if the switch would make sense given Bombardier is more speculative, but 5% weighting of couche tard makes me a bit nervous. Please advise.
Read Answer Asked by umedali on April 22, 2016
Q: I have IKM in my TFSA, down 46%. Everything else in that account is doing well but I also have $13K in cash. What is the outlook for IKM and what suggestions can you give me for the cash. I currently have TPK, EQB, and PHO. Overall, I tend to be a value investor, like dividends and am somewhat aggressive.
Read Answer Asked by Earl on April 22, 2016
Q: I am concerned about the risk associated with investing in large non Canadian bank stocks. Using Barclays as an example The shareholders’ equity in Barclays is $84bn, sitting on top of $2 trillion of assets. Putting that into perspective, the equity is 4.3pc of the total assets. It doesn’t take much of a movement in the value of those mortgages and loans written all over the world to cause serious problems for those holding the shares. Since the shareholders equity is the difference between two very large numbers the shareholders can easily be wiped out by small movements in asset values. In the case of banks like HSBC (HSBC.US) the exposure to places such as China makes the value of these assets questionable.

Do you agree with the analysis here and does any of this reasoning apply to Canadian or US banks? If so which banks are risky?
Read Answer Asked by Andrew on April 22, 2016
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